Every GP client deserves to have a Dynamics GP consultant. If you can’t check that box for your company, then you are missing out on all that GP can do for you!

As accounting software and as an ERP solution, Microsoft GP can do so much for your business. It’s quite hard to keep track of, particularly when new versions and functionality keep coming, and new add-on solutions become available. You should look to your Dynamics GP advisor to keep you informed on what’s new, what’s hot, and the many ways that GP can benefit your workflow and business process.

Is your accounting team under-trained in GP? Are you running a currently supported version? Do you have a source technical support and consulting? If the answer is no, then you would likely benefit from a dependable GP ERP system partner.

Are You Receiving Top-Notch GP Advice?

We believe that your Dynamics GP consultant should provide support and guidance in several key areas, with the depth of each depending upon your specific business requirements:

Upgrade Support

Are you keeping current on your GP support, and upgrading regularly to a current version of GP? If you haven’t upgraded in several years, is it due to a lack of implementation support? You should look to your partner to guide you through upgrades, and handle the heavy lifting if necessary. The further you fall behind, the more difficult it is to get current – at times necessitating several version jumps and SQL server changes. Your partner can serve as project manager and make the upgrade painless for you.

Add-Ons & Business Process Improvement

A particular strength of GP is the broad universe of add-ons which are available. Depending on your unique business requirements, you can find the ideal add-on to solve business process challenges: human resources, payroll, budgeting, expense reports, bank reconciliations, supply chain and inventory management, and more. Check out this recorded CSSI webinar covering 36 different add-on solutions in just 45 minutes!

GP Training

As people come and go on your team, it’s helpful to have a trusted advisor who can efficiently train people who are new to the job and your business system with GP workflows and practices. Some common areas of useful training might include:

• Management Reporter
• Smartlist builder
• Using GP as a financial reporting tool
• Training new team members
• Shortcuts and customization

GP Partner of Record

In all likelihood, you have a designated GP partner of record. Hopefully, you know who that is (it’s surprising how often companies can’t identify their partner of record, which is a strong sign that they’ve not been receiving great guidance). If you don’t have a great partner of record, CSSI can guide you through the process. As your partner of record, we can provide a deeper level of support and partnership for you. Click here for guidance on making CSSI your GP partner of record.

CSSI: Dynamics GP Trusted Advisor

The CSSI GP team holds Microsoft certifications and decades of hands-on experience providing a broad range of GP support – everything from consulting to new ERP implementation to upgrades to add-ons and technical support. Our team can provide the project management to support upgrades, and can train new team members. We work with everything from small to mid sized businesses to multinational corporations. Please contact CSSI to learn more about how we become your GP trusted advisor.

Interested in learning how to send vendor payments by EFT in Dynamics GP? In this helpful session, you’ll learn about why and how to utilize EFT for paying vendors.

Here are helpful downloads referenced in the webinar:

Why utilize EFT for vendor payments?

• Save on postage and reduce check-printing and envelope-stuffing time by emailing vendor remittances
• Vendors appreciate having their payments transmitted directly to their bank accounts
• Create EFT payment batches in the same way you create check batches
• GP complies with standard NACHA file formatting

Get Help With GP

CSSI offers GP training, GP upgrade support, and consulting and customization for GP. To get help, please contact CSSI.

Thank you for registering for our May 20 webinar — Sending Vendor Payments by EFT in GP.  You will receive an email confirmation shortly.

We recommend that you add this event to your calendar now:

The webinar will occur Thursday May 20 at 11am.

How To Join The Webinar

When it’s time to join the webinar, click here or go to:
https://bit.ly/3d4bv6a

If you have problems joining the webinar, please call 570-524-4424 for assistance.

Changing GP Font Size

Do you have a Windows 10 machine? And are your GP fonts too small? You’re going to spend long hours struggling to read your screen, which will result increasingly in eye pain and frustration. Don’t settle for font sizes which are too difficult to read. Try this!

1. Log out of GP
2. Right-click on your GP desktop icon and select Properties
3. Click on the Compatibility tab
4. Make the changes highlighted below
5. Under Compatibility mode, check the checkbox and change the compatibility to Windows 8 or 7
6. Click on Change high DPI settings and check the “Override high DPI scaling behavior” box

We hope that knowing how to change GP font size is a helpful tip for you. Do you need more GP technical support or help with upgrades? The GP experts at CSSI are here to help. Please contact us to learn how we can help.

There are known GP issues caused by March 2021 Windows updates:

1. When you print documents in GP that contain images, black boxes appear instead of the images.  The temporary workaround was to roll back the update.
2. Another issue was you might receive an APC_INDEX_MISMATCH error with a blue screen, and possible PC crash, when attempting to print to certain printers in some apps. This issue affects a subset of Type 3 printer drivers and does not affect printer drivers that are Type 4.

Microsoft GP Fix for March 2021 Windows Update

On Friday, March 19^th, Microsoft released a fix for these updates.  However, the fix is having issues on Auto Updates for windows right now, which they hope to resolve soon, but you can install it if you want manually.

To install, go to Resolved issues in Windows 10, version 20H2 and Windows Server, version 20H2 | Microsoft Docs and find the version of Windows you on the left and expand it. Then select Resolved issues:

Find the “Unexpected results when printing from some apps or to some printers” issue in the list of resolved issues, and click on the link to the Resolved KB:

This will take you to a page which outlines what Windows version was released to fix the black box issue (should all show March 18^th as the release date):

This update is not installing through the automatic Windows Update installer correctly, so you will want to install using the Microsoft Update Catalog, which is linked at the bottom of the page:

This will take you to the final page in the process, with a list of various installs. Find the one that matches your environment (i.e., 32 or 64bit), and click the download button the right.

Any questions? Contact CSSI for GP support.

Here’s a quick explainer on how to setup GP audit trail code prefixes.

• When you post a batch in one of the subsidiary modules (Payables, Receivables, etc.), it posts to the general ledger and uses an Audit Trail Code for the Financial Batch ID. 
• To find out what the Audit Trail Code prefix represents, go to Microsoft Dynamics GP > Tools > Setup > Posting > Audit Trail Codes.
• Select a module in the Display drop-down list.

Need GP support? We’re here to help! Contact CSSI to discuss how we can help you with GP today.

Wondering how to use GP SmartList Options?

Use this window to set up SmartList Defaults, such as Maximum Number of Records, Default Go To windows and determine which columns are visible, by default, for specific SmartList favorites.

• Go to Administration > Setup > System > SmartList Options
• Select a Category (SmartList folder)
• Default Go To – this is the window that will open when you double-click on a row in this particular SmartList
• Maximum Records – set this to a large number so that you don’t have to remember to change this every time you create a new SmartList Favorite.
• Check or uncheck fields to define the default columns for this list.  Rearrange the columns using the up and down arrows on the right.

Are you or your finance team in need of GP training or support? The experts at CSSI are here to help! Contact us today to learn more about how we can help.

How to scan documents within GP

Are you aware of how easy it is to scan and attach documents to Dynamics GP transactions and master records? This new Document Attachment functionality was added in GP 2013 R2. All you need is a Windows Image Acquisition (WIA) enabled scanner/printer and a little bit of setup.

1. Document Attachment Setup

• To enable Document Attachment, go to Microsoft Dynamics GP > Tools > Setup > Company > Document Attachment Setup
• Check the “Allow Document Attachments” box
• Press the F1 key (or go to Help > About This Window) for more information on the other setup options in this window

2. Using Document Attachment

• Open almost any GP window, select a record then click on the Attach button

• Or, click on the Notes icon then click the paper clip icon here

• Click on the Scan button in the Document Attachment Management window
• If you already have a scanned image of a paper document, you can click on the Attach button to browse to that image file.
• You can then view the status of an attachment by clicking on it to select it then click on the blue arrow to the right of Date. This will show you the date and the time a user has attached, deleted or scanned the image. If, in the setup, you marked to allow a document to flow, this inquiry screen will also show the date and time the document flowed to a transaction.

• Once a record has an attachment, the Attach image changes to this

We hope that this helps with document management! Now that you know how to scan documents within Dynamics GP, is there other support or training which your team needs? CSSI’s team of Dynamics GP experts is standing by to support you. Contact us today to learn more.

Multiple Default Purchase Accounts for Vendors

If you’ve been entering payables transactions in GP, then you probably already know that you can assign a default purchase accounts to each vendor. BUT, did you know that you can assign multiple accounts to a vendor?

Here’s how:

In the Vendor Account Maintenance window, click on the Ellipse button (button with 3 dots) to the right of the Purchases account.

Enter the additional accounts that will used for this vendor and check those accounts that you want to Default on the Transaction.

When you create a payables transaction for this vendor, and go to Distributions, the Default accounts will fill in.  All you need to do is enter the amount for each account.

And, when you click on the lookup icon to the right of Account, all the vendor’s default accounts will appear.  You can change to look up to show All Accounts by clicking on the down arrow to the left of View (in the Accounts lookup window.)

Would your team benefit from GP Training & Education or GP support? Contact CSSI today to speak with our experts!

Waive Finance Charges in GP

If you issue monthly finance charges, and you have some of those customers who never pay theirs, you can easily waive these finance charge transactions in GP.  By using the Waive process, this will reverse the posting of the original finance charge.

And then when you drill down to that the finance charge, you can see that it’s been Waived.

You can also view waived finance charge totals in SmartList by Life-to-Date (LTD), Year-to-Date (YTD) and/or Last Year (LYR).

Do you need GP technical support or training? CSSI’s experienced Dynamics GP pros are ready to help. Contact us today for help.